Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of […]
From Inspiration to Action: Atrium’s Big Week at Dreamforce 2025
Dreamforce 2025 has come and gone, but the ideas, conversations, and connections from this year’s event are still energizing us. Salesforce’s biggest conference of the year brought together innovators and industry leaders from around the world — and for Atrium, it was our best Dreamforce yet. Between a packed schedule of sessions, roundtables, and demos […]
What to Know About Data Libraries in Agentforce & Salesforce Data Cloud
TL;DR: Key Takeaways Agentforce Data Libraries let AI agents use your organization’s trusted data instead of relying solely on general LLM knowledge. Libraries can pull from Salesforce Knowledge, uploaded files, web search, or custom data sources. Salesforce Data Cloud powers Data Libraries by ingesting, chunking, indexing, and storing data for rapid retrieval. This setup enables […]
Why Agentic AI is the Evolution Sales Teams Have Been Waiting For
Is your sales team spending more time on data entry and manual tasks than on what truly matters: building relationships and closing deals? It’s a common problem, and for a long time, the answer has been more automation. But what if there were an evolution of AI that goes far beyond simple automation or generative […]
Salesforce Data Cloud Updates: New Pricing, Permissions, and a Simplified Experience
Big changes are coming to Salesforce Data Cloud, and it’s not just about pricing. Salesforce is also rolling out significant updates to permission sets to simplify user management and better align with different roles. A new era of data ingestion Salesforce is now offering zero-cost data ingestion for structured data coming from its own internal […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]